NVIDIA shares experienced significant pre-market volatility, dropping as much as 4% as investors reassess the massive GPU infrastructure buildout in light of the "algorithmic efficiency revolution" pioneered by DeepSeek and others. The Chinese AI lab's achievement of GPT-4-level performance using 20x less compute has triggered fundamental questions about whether the projected $1 trillion AI infrastructure investment is overbuilt. While NVIDIA remains dominant in AI hardware, market analysts are recalibrating demand projections as efficient algorithms potentially reduce the need for massive GPU clusters.

Leading AI computing giant NVIDIA and pharmaceutical behemoth Eli Lilly have unveiled a groundbreaking, $1 billion strategic partnership to build a first-of-its-kind AI co-innovation lab in the San Francisco Bay Area. This five-year joint investment aims to fuse NVIDIA's leadership in artificial intelligence and accelerated computing with Lilly's deep expertise in drug discovery and development to tackle some of the industry's most enduring challenges. The collaboration, announced at the J.P. Morgan Healthcare Conference, marks a decisive step towards building a new blueprint for AI-driven medicine, where computational power and biological expertise are physically co-located to accelerate the journey from hypothesis to therapy

NVIDIA dropped NitroGen on December 20, 2025 — a groundbreaking open-source vision-to-action foundation model trained on 40,000 hours of gameplay across 1,000+ titles. This 500M-param beast ingests raw game frames and spits out precise controller actions, zero-shot handling platformers, racers, RPGs, and shooters. Fine-tuned on unseen games, it crushes baselines with 52% higher task success rates — paving the way for autonomous game NPCs, QA bots, and real-world robots via its GR00T roots. Model weights, dataset, and universal Gymnasium simulator are live now on Hugging Face.